Design and implement instrument/trade integration
Table of Contents
This page is a capture in the deferred bucket of the product backlog — a pre-sprint idea, not yet pulled into a sprint as a story.
What
(One paragraph: the idea.)
Why
(Motivation, problem being solved, related context.)
References
See also
Instruments and trades are currently treated as independent entities. The intended model:
- A trade references one or more instruments (the underlying).
- The trade form shows instrument economics alongside booking fields.
- Creating a trade optionally creates the instrument inline, or links to an existing one.
Open design questions:
- Should instrument creation be a sub-step in the trade wizard, or a separate workflow?
- How does the instrument variant (equity, FX forward, bond, …) drive the trade form's conditional sections?
- Should instrument history (amendments) be linked to trade amendment events?
Write a design note (plan doc) resolving these questions before implementing.